Trust Administrator – Tax and Trusts – All Offices
- Job Title: Trust Administrator
- Department: Private Client
- Position: Full Time or Part Time
- Location: Axminster, Bovey Tracey, Exeter, Exmouth, Honiton, Launceston, Newton Abbot, Paignton, Seaton, Sidmouth, Torquay
- Salary: Competitive
WBW Solicitors is one of the largest legal practices in the South West, with offices based in Brixham, Axminster, Seaton, Sidmouth, Exmouth, Honiton, Paignton, Launceston, Bovey Tracey, Torquay, Newton Abbot, Exeter. With clearly defined divisions catering for business and private clients, our teams are able to offer the very best legal advice through a full range of legal services, across a wide range of areas and commercial sectors. We reward our hard-working staff with flexibility, competitive salaries with a generous holiday plan and a fantastic benefits package.
WBW Solicitors are a well-established and highly regarded regional law firm, with offices in Devon and Cornwall. We provide a full range of legal and tax compliance services to businesses and individuals.
We are seeking an individual with a minimum of 3 years experience in dealing with Trust Administration, to include Inheritance Tax, Capital Gains Tax, Income Tax and registering Trusts with the Trust Registration Service (ATT, CTA or TEP qualified preferable but not necessary).
The successful candidate will be an enthusiastic, willing and strong team player, have an excellent balance between technical ability and commercial awareness, possess strong organisational and inter-personal skills and be IT proficient.
The Candidate:
The successful candidate must be able to demonstrate an understanding of the following areas of Taxation and Legal work:
- Fundamental principles of capital gains and income tax and there application in relation to Discretionary, Life Interest and Bare Trusts
- Administration and taxation of Trusts, including Annual Trust Accounts
- IHT100 and IHT418 preparation and submissions when necessary
- SA900 preparation and submission
- Trust Registration Service and understanding when it is necessary
- Automatic Exchange of Information and Common Reporting Standards requirements
Key Requirements:
- Be able to work as an individual and as part of a team
- Willingness to develop and expand skills and knowledge, undertaking further training as required
- Excellent IT Skills
- Good attention to detail
- Willingness to travel between offices when required
Contact Details:
To apply for this role, please send your CV and a covering letter to recruitment@wbw.co.uk. For further details, contact us at the same email address.
Apply Now
For further information regarding this role, or to apply, please send your CV and a covering letter to recruitment@wbw.co.uk, or fill out the form below.
